Oddo BHF

SAAS

Fintech

Enterprise

Redefining portfolio management system user experience at scale

€140B assets managed with a unified SaaS

Context

Oddo BHF

Oddo BHF, a Franco-German private bank managing €140B in client assets, faced a critical challenge:

Merging two outdated legacy systems from France and Germany into a single, unified platform.

The result would be a SAAS, the company’s new Portfolio Management System.

The case

From Complexity to Clarity

The project surfaced multiple design challenges: unclear vision, broken workflows, inconsistent navigation, and inefficient collaboration.

For this case study, I focus on 3 major problems I solved, each showing how I turned complexity into simple, reliable design solutions.

Design system

Tokens semantic hierarchy

1

From Broken UX/UI to Reliable Delivery

Fixing both the workflow and the way it ships

1

From Broken UX/UI to Reliable Delivery

Fixing both the workflow and the way it ships

1

From Broken UX/UI to Reliable Delivery

Fixing both the workflow and the way it ships

Volume definition

Spotting differences QA: Webdesign vs. build UAT

2

No clear vision of the project

Fragmented requirements, duplicated efforts, misaligned priorities.

2

No clear vision of the project

Fragmented requirements, duplicated efforts, misaligned priorities.

2

No clear vision of the project

Fragmented requirements, duplicated efforts, misaligned priorities.

Dynamic sitemap

Dynamic sitemap legend

Dynamic sitemap focus

3

No High-Level Navigation

Confusion and inconsistency across modules

3

No High-Level Navigation

Confusion and inconsistency across modules

3

No High-Level Navigation

Confusion and inconsistency across modules

Simplified navigation hierarchy

Behind the scenes

I conducted workshops, user interviews, analytics reviews, and competitive benchmarking to ground the project in real data. This surfaced key insights: duplicated efforts across streams, the need for speed over polish, and the importance of consistency for adoption. Working in an agile setup, I joined weekly calls with all business streams to align priorities and remove blockers, while also traveling regularly to meet teams in person. I accompanied the project through the development of most major features, scaling a modular design system in Figma, building interactive prototypes, and enforcing rigorous design QA to ensure quality delivery.

Results

  • –45% design rework thanks to clear QA and alignment rituals

  • +35% faster delivery of new features across streams

  • 40% component reuse via the modular design system

  • Major legacy features redesigned

Reflections

"Merging two financial systems into one scalable SaaS taught me how to transform complexity into clarity. Leading 20+ stakeholders across 4 streams, I learned to drive alignment, deliver pixel-perfect design, and scale impact at €140B."

Ux ressearch on nav component

Ux ressearch conclusion

Guillaume Gendron

Head of Digital

Lorenzo was key in shaping our design practice, leading a major project with complex financial interfaces. His independence, energy, and professionalism, combined with strong soft skills, made him invaluable in managing stakeholders and high-stakes challenges.

"

Guillaume Gendron

Head of Digital

Lorenzo was key in shaping our design practice, leading a major project with complex financial interfaces. His independence, energy, and professionalism, combined with strong soft skills, made him invaluable in managing stakeholders and high-stakes challenges.

"

Guillaume Gendron

Head of Digital

Lorenzo was key in shaping our design practice, leading a major project with complex financial interfaces. His independence, energy, and professionalism, combined with strong soft skills, made him invaluable in managing stakeholders and high-stakes challenges.

"

Create a free website with Framer, the website builder loved by startups, designers and agencies.